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Financial Planning Services
Clear advice. Transparent pricing. A plan built around you.
Individual Financial Plan — $700
For salaried professionals who want their finances organized.
Includes:
• Financial position analysis
• Cash flow
• Debt
• Emergency fund
• TFSA/RRSP/FHSA strategy
• Investment strategy
• Risk tolerance
• Insurance needs
• Basic tax considerations
• Retirement projection
Couples & Family Financial Plan — $1,200
Everything in the Individual Plan, plus:
• Combined household cash flow
• Coordinating two incomes
• Joint vs individual priorities
• Mortgage/debt strategy
• Family protection
• RESP/education planning
• Retirement projections
• Survivor considerations
• Beneficiary review
• Estate considerations
• Family action plan
Self-Employed Financial Plan — $1,200
For professionals and business owners who need:
• Personal/business cash-flow coordination
• Tax reserve planning
• Irregular income planning
• Insurance
• Retirement
• Investment strategy
• Corporation considerations where applicable
A focused option for self-employed clients, without adding extra packages.
Investment, Insurance & Protection Solutions
Get professional guidance to help organize your investments, protect your income and family, and put the right financial solutions in place.
Investment Planning
• Existing investment review
• Goals and time horizon
• Risk profile and asset allocation
• TFSA, RRSP, FHSA and non-registered considerations
• Retirement investment planning
• Segregated fund solutions where appropriate
• Beneficiary and estate considerations
• Implementation and ongoing servicing where applicable
Insurance & Protection
• Life insurance
• Critical illness insurance
• Disability and income protection
• Mortgage and family protection
• Existing coverage review
• Insurance needs analysis
• Business-owner protection
• Beneficiary considerations
• Product comparison and implementation
Consultation available. Any applicable fees, compensation and product recommendations are explained before implementation.